A detailed history of Xy Planning Network, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Xy Planning Network, Inc. holds 49,563 shares of SCHD stock, worth $1.32 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
49,563
Previous 41,316 19.96%
Holding current value
$1.32 Million
Previous $1.16 Billion 13.7%
% of portfolio
0.45%
Previous 0.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025

BUY
$24.32 - $27.87 $200,567 - $229,843
8,247 Added 19.96%
49,563 $1.31 Billion
Q1 2025

Apr 21, 2025

SELL
$27.01 - $28.54 $409,363 - $432,552
-15,156 Reduced 26.84%
41,316 $1.16 Billion
Q4 2024

Feb 26, 2025

BUY
$26.93 - $84.95 $1.52 Million - $4.8 Million
56,472 New
56,472 $1.54 Billion

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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